RG
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Rikoon Group, LLC13F | |
Rikoon Group, LLC | |
Last update 2021-05-17 | 228 Stocks (15 new) |
Value $374.00 Mil | Turnover 2 % |
Rikoon Group, LLC Top Holdings of 2021-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 165,115 | 20,249.0 | +0.49% | 5.420 | +0.03% | 0.000 | -12.69% | -20.63% | 2,965,209.5 | Hardware | |
PG | Procter & Gamble Co | 119,313 | 16,159.0 | -0.01% | 4.320 | 0% | 0.000 | -5.55% | -4.80% | 369,640.5 | Consumer Packaged Goods | |
JNJ | Johnson & Johnson | 96,129 | 15,799.0 | -1.76% | 4.230 | -0.08% | 0.000 | +1.52% | +7.49% | 371,064.6 | Drug Manufacturers | |
NFLX | Netflix Inc | 27,177 | 14,177.0 | -0.04% | 3.790 | 0% | 0.010 | +12.46% | +27.92% | 485,244.9 | Media - Diversified | |
MSFT | Microsoft Corp | 51,825 | 12,219.0 | +0.60% | 3.270 | +0.02% | 0.000 | +7.29% | +4.30% | 3,260,880.0 | Software | |
ABBV | AbbVie Inc | 97,466 | 10,548.0 | +0.16% | 2.820 | 0% | 0.010 | -2.25% | +5.83% | 326,078.0 | Drug Manufacturers | |
AMZN | Amazon.com Inc | 61,280 | 9,480.0 | +0.59% | 2.540 | +0.01% | 0.000 | -15.75% | -12.00% | 2,049,593.0 | Retail - Cyclical | |
ABT | Abbott Laboratories | 62,447 | 7,484.0 | -1.21% | 2.000 | -0.02% | 0.000 | +3.71% | +18.96% | 231,815.9 | Medical Devices & Instruments | |
GPK | Graphic Packaging Holding Co | 402,300 | 7,336.0 | 0% | 1.960 | 0% | 0.130 | -15.34% | -17.58% | 6,726.2 | Packaging & Containers | |
HD | The Home Depot Inc | 23,602 | 7,204.0 | +0.31% | 1.930 | +0.01% | 0.000 | -10.40% | -6.16% | 360,507.7 | Retail - Cyclical |
Rikoon Group, LLC's Historical Top Holdings Breakdowns
Rikoon Group, LLC Total Holding History ($B)
Rikoon Group, LLC's Asset Allocation
Rikoon Group, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Rikoon Group, LLC's Hypothetical Growth since 2021-03-31
Rikoon Group, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Rikoon Group, LLC's Holdings Heat Map
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Rikoon Group, LLC's Holdings Bubble Chart
Rikoon Group, LLC News
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